Executive Summary

Many small businesses bleed revenue because leads are captured inconsistently—left in spreadsheets, personal inboxes, or unconnected forms—so opportunities slip through the funnel as teams move to remote/hybrid work; this is a problem across an estimated 5 million SMBs. The cumulative market pain is material: with a $10.0B TAM (5M SMBs × $2.0K ACV), even modest improvements in capture and conversion drive real dollars. You could build a low-touch, conversion-first CRM that captures leads from webforms, chat, email and ad platforms, uses AI to score and personalize follow-ups, and ships with one-click Zapier/no-code connectors and turnkey onboarding. The product would prioritize playbooks and templates that deliver measurable lift in close rates with minimal setup time for non-technical teams. Timing is strong—market score 90/100 and revenue potential 82/100—because SMBs are actively moving off spreadsheets to cloud CRMs, AI automation can now deliver affordable lead scoring and personalization, and managed connectors lower integration friction. Those trends mean the $10B addressable market is accessible now if you can reach buyers efficiently. To stand out you must be relentlessly practical: focus on a few high-ROI verticals, prove conversion lift with case studies, bundle pre-built integrations and onboarding, and price for SMB economics; this differentiation buys defensibility. Be upfront that competition is high (incumbents and niche CRMs alike), so early traction will depend on sharp go-to-market execution and demonstrable ROI.

Market Opportunity

Stop losing sales from funnel leakage — CRM to capture & convert leads targets a $10.0B = 5M SMBs × $2.0K ACV total addressable market with high saturation and a year-over-year growth rate of 11% YoY (industry estimates for CRM adoption and SMB SaaS growth, Gartner/IDC summaries).

Key trends driving demand: Trend — SMBs are moving from spreadsheets to cloud CRMs because remote/hybrid work requires shared, centralized lead records, creating demand for low-touch CRM solutions.; Trend — AI-powered automation now enables affordable lead scoring and personalized follow-ups for SMBs, which increases conversion potential from the same lead volume.; Trend — Zapier/no-code ecosystems and managed connectors reduce integration friction, making it easy for SMBs to adopt specialized CRMs that plug into their existing tools.; Trend — Revenue efficiency pressure means SMBs prioritize tools that demonstrate direct ROI (recovered or accelerated sales) over feature breadth..

Key competitors include HubSpot CRM, Pipedrive, Zoho CRM.

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Stop losing sales from funnel leakage — CRM to capture & convert leads

Executive Summary

Market Validation

Market Opportunity

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